Private foundation
NEWTON, MAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $28,349,721 | $23,886,671 | $18,012,938 | $302,919,250 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 30% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| BRIDGE OVER TROUBLED WATERSBOSTON, MA | HUMAN SERVICES | $324,554 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amy S Berylson | TRUSTEE | 1.00 | $0 |
| Debra S Knez | TRUSTEE | 1.00 | $0 |
| Robert A Smith | TRUSTEE | 1.00 | $0 |
| Dana W Smith | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $302,919,250 |
| FY2024 | 990-PF | $5,681,852 | $26,492,706 | $20,435,658 | $296,058,142 | $296,058,142 |
| FY2023 | 990-PF | $30,619,653 | $29,401,503 | $20,487,965 | $318,152,176 | $318,152,176 |
| FY2022 | 990-PF | $78,355,766 | $23,255,444 | $17,023,864 | $316,796,098 | $316,796,098 |
| FY2021 | 990-PF | $21,143,524 | $21,714,175 | $16,447,303 | $287,463,199 | $262,463,199 |
| HEALTH |
| $312,316 |
| 2023 |
| BUCKINGHAM BROWNE AND NICHOLS SCHOOLCAMBRIDGE, MA | EDUCATION | $300,000 | 2024 |
| BUCKINGHAM BROWNE & NICHOLSCAMBRIDGE, MA | EDUCATION | $300,000 | 2023 |
| MILTON ACADEMYMILTON, MA | EDUCATION | $292,500 | 2023 |
| MILTON ACADEMYMILTON, MA | EDUCATION | $267,500 | 2022 |
| BROCKTON NEIGHBORHOOD HEALTH CENTERBROCKTON, MA | HEALTH | $260,000 | 2021 |
| PAN-MASSACHUSETTS CHALLENGENEEDHAM, MA | MEDICAL RESEARCH | $257,500 | 2021 |
| BUNKER HILL COMMUNITY COLLEGEBOSTON, MA | EDUCATION | $250,000 | 2024 |
| PAN-MASSACHUSETTS CHALLENGENEEDHAM, MA | MEDICAL RESEARCH | $250,000 | 2022 |
| BROOKE CHARTER SCHOOLSROSLINDALE, MA | MID-SIZED/OTHER CAPITAL | $250,000 | 2022 |
| BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGYBOSTON, MA | EDUCATION | $250,000 | 2024 |
| HAVERHILL PUBLIC SCHOOLSHAVERHILL, MA | EDUCATION | $250,000 | 2022 |
| BUNKER HILL COMMUNITY COLLEGEBOSTON, MA | EDUCATION | $250,000 | 2025 |
| HARVARD COLLEGE PRESIDENT AND FELLOWS OFCAMBRIDGE, MA | MEDICAL RESEARCH | $250,000 | 2025 |
| BOSTON CHILDREN'S HOSPITALBOSTON, MA | HEALTH | $250,000 | 2025 |
| JVS BOSTONMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2024. Counted Oct 9, 2026.BOSTON, MA | ECONOMIC MOBILITY | $250,000 | 2021 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGECAMBRIDGE, MA | MEDICAL RESEARCH | $250,000 | 2023 |
| MIDDLESEX COMMUNITY COLLEGELOWELL, MA | EDUCATION | $250,000 | 2024 |
| PAN-MASSACHUSETTS CHALLENGENEEDHAM, MA | MEDICAL RESEARCH | $250,000 | 2023 |
| THE DIMOCK CENTERBOSTON, MA | HEALTH | $250,000 | 2025 |
| PINE STREET INNBOSTON, MA | HUMAN SERVICES | $250,000 | 2021 |
| BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGYBOSTON, MA | EDUCATION | $250,000 | 2025 |
| FRANKLIN CUMMINGS TECHBOSTON, MA | EDUCATION | $250,000 | 2023 |
| MIDDLESEX COMMUNITY COLLEGELOWELL, MA | EDUCATION | $250,000 | 2025 |
| 1.00 |
| $0 |
| Jennifer Block | TRUSTEE | 1.00 | $0 |
| Jonathan Block | TRUSTEE | 1.00 | $0 |
| Jessica Knez Dulac | TRUSTEE | 1.00 | $0 |
| Andrew Knez | TRUSTEE | 1.00 | $0 |
| Lynne Doblin | EXECUTIVE DIRECTOR | 40.00 | $432,512 |
| Marjorie Ringrose | DIRECTOR OF EDUCATION | 40.00 | $240,003 |
| Shanna Shulman | DIRECTOR HEALTH AND MEDICAL RESEARCH | 40.00 | $244,629 |
| Amy Hampe | SENIOR PROGRAM OFFICER | 40.00 | $168,487 |
| James Berylson | TRUSTEE | 1.00 | $0 |
| Elizabeth Berylson Katz | TRUSTEE | 1.00 | $0 |
| Robert Katz | TRUSTEE | 1.00 | $0 |
| Madeleine Smith | TRUSTEE | 1.00 | $0 |
| Ryan Smith | TRUSTEE | 1.00 | $0 |
| Krista Knez | TRUSTEE | 1.00 | $0 |
| Jackson Smith | TRUSTEE | 1.00 | $0 |
| Nicolas Dulac | TRUSTEE | 1.00 | $0 |
| Halle Kendall Smith | TRUSTEE | 1.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Apr 30, 2024IRS bulk XML
Filing id 202500699349100820
Form 990-PF · FY2023 · period ending Apr 30, 2023IRS bulk XML
Filing id 202440669349100109
Form 990-PF · FY2022 · period ending Apr 30, 2022
Filing id 202300689349100715
Form 990-PF · FY2021 · period ending Apr 30, 2021
Filing id 202230739349100008
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.